About Adele
I’m Adele
And Im a business coach on a mission to help financial advisers modernise their advice businesses so they can have more money, time and impact.
I started in Financial Advice at the age of 19 and I had NO idea what advice even was.
At the time I was finishing an accounting degree – but I knew I did not want to be an accountant and I figured an office job would look good on my resume.
It was at this job I fell in love with financial advice because it was all about the future so you could plan and have more control about what would happen.
Everyone I talked to told me you had to “buy a book” of clients you couldn’t grow organically.
But I had experienced in my career being stuck with clients that weren’t aligned and so I didn’t want to buy a book or accept the costs and risks that came with that.
I also didn’t want to rely on commission or a product to be paid.
But after my first year in business, I found myself where so many of my clients find themselves too:
Burnt out, struggling with major imposter syndrome, and feeling like I was working hard but my results didn’t match.
Fast forward and I’ve now won multiple national awards and helped 100’s of clients in my financial planning business whilst juggling 2 small children.
How did I do it? I stopped winging it and created a plan to scale.
I used modern marketing strategies like social media to get consistent leads every week, I developed a sales process that was about service and didn’t make me cringe, i got over my fear of pricing and became confident in the value I delivered and I used smart technology and systems to service clients at scale so that more clients didn’t lead to burn out.
But I wanted to have an even bigger impact and help more people get financial advice so I packaged up the key things I’ve learned in the past 20 years in advice and I’m turning the whole thing over to YOU so you can consistently attract your ideal clients, reach your own revenue goals and be rewarded for the risk you take a financial adviser.
Because honestly, I’m living and breathing proof that it’s possible.
All without working 60 hour weeks or drowning in compliance and back office – – promise.
No more scatter gun approach to your marketing. No more sales meetings where you feel you have to jump through hoops and justify your fee. No more doubting the ongoing service you deliver.
Let’s take that business of yours to the next level.
You ready? I am!
Adele